Charlotte, NCCIK 17308144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
213 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 87.2K | $23.71M | 4.0% | −28.9K | Reduced |
| 2 | Microsoft Corp | 47.6K | $23.01M | 3.9% | +278 | Added |
| 3 | Alphabet Inc | 63.7K | $19.99M | 3.4% | +213 | Added |
| 4 | Amazon Com Inc |
| 78.6K |
| $18.15M |
| 3.1% |
| +406 |
| Added |
| 5 | Ishares Tr | 26.2K | $17.98M | 3.0% | −410 | Reduced |
| 6 | Nvidia Corporation | 78.7K | $14.67M | 2.5% | +496 | Added |
| 7 | Walmart Inc | 124.1K | $13.82M | 2.3% | +669 | Added |
| 8 | Jpmorgan Chase & Co. | 41.5K | $13.38M | 2.3% | +325 | Added |
| 9 | Thermo Fisher Scientific Inc | 19.4K | $11.24M | 1.9% | +117 | Added |
| 10 | Bank America Corp | 203.8K | $11.21M | 1.9% | −2.3K | Reduced |
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